Summit Financial’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Sell |
903
-82
| -8% | -$26.9K | 0.01% | 686 |
|
2025
Q1 | $309K | Sell |
985
-16
| -2% | -$5.02K | 0.01% | 602 |
|
2024
Q4 | $349K | Buy |
1,001
+106
| +12% | +$37K | 0.01% | 506 |
|
2024
Q3 | $290K | Sell |
895
-50
| -5% | -$16.2K | 0.01% | 469 |
|
2024
Q2 | $262K | Buy |
+945
| New | +$262K | 0.01% | 443 |
|